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United Parcel Service

2,259 hedge funds and large institutions have $70.5B invested in United Parcel Service in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 777 increasing their positions, 953 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
+118
Holders Change %
+5.51%
% of All Funds
30.08%
Holding in Top 10
43
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+19.44%
% of All Funds
0.57%
New
303
Increased
777
Reduced
953
Closed
145
Calls
$1.98B
Puts
$1.9B
Net Calls
+$84.4M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
2226
Trifecta Capital Advisors
Illinois
$3.15K
PWMG
2227
Private Wealth Management Group
New Jersey
$3.15K +$504 +4 +19%
MCI
2228
MRP Capital Investments
Georgia
$3.15K +$3.15K +25 New
TPW
2229
Talon Private Wealth
Florida
$3.15K
NECFA
2230
New England Capital Financial Advisors
Connecticut
$3.13K +$125 +1 +4%
SIM
2231
Synergy Investment Management
Florida
$2.77K +$2.77K +22 New
IMC
2232
Investment Management Corporation
Virginia
$2.65K +$2.65K +21 New
BCPWM
2233
Bradley & Co Private Wealth Management
Florida
$2.65K +$2.65K +21 New
FGC
2234
Financial Gravity Companies
Texas
$2.52K -$252 -2 -9%
AP
2235
Atwood & Palmer
Missouri
$2.52K
PWA
2236
Principia Wealth Advisory
Texas
$2.52K +$2.52K +20 New
PS
2237
PayPay Securities
Japan
$2.52K +$2.52K +20 New
KA
2238
Kozak & Associates
Colorado
$2.42K +$1.09K +9 +82%
BFPW
2239
BOK Financial Private Wealth
Colorado
$2.4K -$18.3K -145 -88%
MFG
2240
Menard Financial Group
Texas
$2.27K +$2.27K +18 New
GWSA
2241
Global Wealth Strategies & Associates
Colorado
$2.14K
MSG
2242
Main Street Group
Virginia
$2.02K -$12.6K -100 -86%
RTC
2243
Riverview Trust Company
Washington
$2.02K
FIM
2244
FWL Investment Management
Texas
$1.89K -$14.5K -115 -88%
OCM
2245
Orion Capital Management
California
$1.77K +$1.77K +14 New
SOW
2246
State of Wyoming
Wyoming
$1.64K +$252 +2 +18%
RJA
2247
Ross\Johnson & Associates
Minnesota
$1.64K +$1.64K +13 New
NS
2248
NBC Securities
Alabama
$1.28K -$1.26M -9,840 -100%
DCBT
2249
Dakota Community Bank & Trust
North Dakota
$1.26K -$5.68K -45 -82%
ACM
2250
Anfield Capital Management
California
$1.26K -$3.15K -25 -71%